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FREQUENTLY ASKED QUESTIONS


Salesforce


What is the difference between the free Salesforce de-duplication tools and the paid tools?


The Salesforce de-dup tool, which can be turned on very quickly, comes with some pre-built matching routines that allows you to identify duplicates as they are entered into Salesforce.   It also allows you to configure custom rules.  While you can do cross object checking, the functionality may not meet the needs of clients who need more complex matching rules.  For example, if you have a nightly integration that updates records and it updates an account record because of a name change, you will need a paid de-dup tool to identify and potentially merge these records.  Paid de-dup tools also have the ability to automatically merge records if certain criteria are met. 

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